Get Started10 min readUpdated May 5, 2026
Production checklist
Final production QA across widget, inbox, AI, billing, channels, realtime, and rollback readiness.
Use this checklist before sending real customers to the widget. The goal is to remove avoidable surprises while keeping setup practical.
Core checks
- Database migrations apply from the project without manual SQL editor patches.
- Widget installs correctly on staging and production domains.
- New conversations, messages, assignment changes, notes, timeline events, and notifications update in realtime.
- AI answers stay grounded in approved knowledge or allowed action context.
- No verified answer behavior is professional and can route to a human when the visitor asks for help.
- SLA policies exist and inbox timers show clear met, at-risk, breached, and backlog states.
- Billing guards match UI and backend guards are the final authority.
Advanced capabilities
- AI Improvements page inside Knowledge Base without heavy AI profile or complex eval UI.
- Channel-aware AI behavior for chat, email, WhatsApp, and voice.
- AI Actions v1 hardening: templates, testing, preview, logs, retry, secrets rotation, domain allowlist, approvals, and analytics.
- Customer profiles with timeline, notes, tags, custom fields, CSAT history, calls, and actions used.
- Widget CSAT after resolved conversations and CSAT analytics.
- Agent Copilot on Pro and Scale only.
Rollback readiness
- Know how to disable AI actions without disabling the whole inbox.
- Know how to turn off a broken channel while keeping chat active.
- Know how to revert the latest deployment and keep database migrations safe.
- Keep support contact details ready for Stripe, Supabase, AI provider, email provider, WhatsApp, and Vapi incidents.
Readiness answer
If production configuration is complete and this checklist passes, the workspace is ready for real customer usage. Continue improving from real conversations and analytics.